| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
2
2
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#333 in Large Growth
U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Marsico Investment Fund funds
Performance
The fund has returned 22.12 percent over the past year, 10.21 percent over the past three years, 0.37 percent over the past five years, and 8.36 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 17.6% |
| 1 Year | 22.1% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | 0.4% |
| 10 Years (Annualized) | 8.4% |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in common stocks that are selected for long-term growth potential. It may invest in companies of any size, and will normally hold a core position of between 35 and 50 common stocks. The fund may invest without limitation in foreign securities. These securities may be traded in the U.S. or in foreign markets or both, and may be economically tied to emerging markets. It is not intended as a vehicle for investing substantially in derivatives, and may hold such investments only infrequently.
Fees
Fees are High compared to funds in the same category.
Marsico 21St Century Fund has an expense ratio of 1.41 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
